Guidedmoney, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Guidedmoney, Llc disclosed 33 stock positions valued at approximately $217.36M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD STAR FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 33
- Portfolio Value
- $217.36M
Holdings by Sector
Guidedmoney, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 38.16% | 221,630 | -6,894 | -3.02% | $82,942,907 |
| VANGUARD BD INDEX FDS | BND | Other | 27.16% | 841,624 | +67,586 | +8.73% | $59,039,958 |
| VANGUARD STAR FDS | VXUS | Other | 8.00% | 204,597 | -1,673 | -0.81% | $17,382,527 |
| ISHARES TR | ITOT | Other | 7.93% | 103,610 | +13,497 | +14.98% | $17,228,352 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 4.35% | 201,569 | +3,399 | +1.72% | $9,447,539 |
| ISHARES TR | IXUS | Other | 3.10% | 70,845 | -555 | -0.78% | $6,729,567 |
| ISHARES TR | AGG | Other | 2.28% | 52,339 | -8,603 | -14.12% | $4,948,129 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.39% | 100,683 | - | - | $3,020,490 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.81% | 51,435 | - | - | $1,749,819 |
| VANGUARD INDEX FDS | VB | Other | 0.75% | 5,731 | - | - | $1,630,412 |
| VANGUARD INDEX FDS | VTV | Other | 0.65% | 6,511 | - | - | $1,406,897 |
| VANGUARD INDEX FDS | VXF | Other | 0.63% | 5,898 | - | - | $1,366,154 |
| MICROSOFT CORP | MSFT | Technology | 0.62% | 2,632 | - | - | $1,349,953 |
| ALLIANT ENERGY CORP | LNT | Utilities | 0.43% | 14,937 | -396 | -2.58% | $945,512 |
| APPLE INC | AAPL | Technology | 0.41% | 2,649 | - | - | $882,170 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.40% | 26,752 | - | - | $872,918 |
| ISHARES TR | IAGG | Other | 0.34% | 15,187 | +5,380 | +54.86% | $747,200 |
| VANGUARD INDEX FDS | VO | Other | 0.27% | 7,596 | - | - | $595,678 |
| VANGUARD INDEX FDS | VOO | Other | 0.27% | 833 | - | - | $583,816 |
| ALPHABET INC | GOOGL | Communication Services | 0.24% | 1,500 | - | - | $516,120 |
| ALPHABET INC | GOOG | Communication Services | 0.24% | 1,514 | - | - | $515,880 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.20% | 15,704 | - | - | $431,389 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.20% | 4,540 | - | - | $428,667 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.18% | 700 | - | - | $386,029 |
| MGE ENERGY INC | MGEE | Utilities | 0.14% | 4,460 | +820 | +22.53% | $309,747 |
| WALMART INC | WMT | Consumer Defensive | 0.13% | 2,775 | - | - | $288,378 |
| VISA INC | V | Financial Services | 0.13% | 800 | - | - | $287,464 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.12% | 3,750 | - | - | $264,788 |
| HARBOR ETF TRUST | WINN | Other | 0.10% | 6,315 | +6,315 | +100.00% | $216,668 |
| CISCO SYS INC | CSCO | Technology | 0.10% | 2,000 | - | - | $215,260 |
Showing 30 of 33 holdings in the latest reporting period.